Filed January 28, 2026 (most recent of 2 filings on file)
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,521 | $105,248-67.2% | $147,318-76.6% | $71,012-51.4% |
| Participation rate | 36.6% | 66.1%-29.6pp | 82.1%-45.5pp | 58.6%-22.0pp |
| Annual return | 18.03% | 26.02%-8.0pp | 70.43%-52.4pp | 37.67%-19.6pp |
| Employer contribution / active EE | $1,365 | $3,785-63.9% | $4,593-70.3% | $2,348-41.9% |
| Participant deferral / active EE | $1,792 | $6,452-72.2% | $7,906-77.3% | $3,246-44.8% |
| Admin fee / account holder | $2,537 | $862+194.1% | $13,708-81.5% | $1,167+117.3% |